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Welcome to the global gathering place for the financial planning profession
“Times, they are a’ changing”, goes a song from times gone by. For the financial services industry, the changes have started coming in, fast and thick, since 2008. The entire financial community was viewed with suspicion, with bankers bearing the brunt, for obvious reasons. Continue reading Regulatory Changes in India Affecting Financial Planners
I started out as a financial planner in 2001 without really meaning to. In between jobs, I began devoting time looking after portfolios of my friends and ex-colleagues. By the time my new job materialised, it was too late – I was hooked. I was thoroughly enjoying myself in this new role as a financial advisor. Continue reading 10 Pieces of Advice for New Financial Planners
Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned. Continue reading How to Keep Your Clients Coming Back
Have you ever bought an insurance policy? When you purchased it, did you go through the four pages of fine print and understand everything? If you are like most people, you wouldn’t have even opened the envelope in which the insurance policy was sent to you in! Continue reading Financial Planning: How to Properly Disclose Information
“Let’s uncomplicate!” is the slogan of one of the health insurance products in India and I find great sense in its application for all aspects of life. We are fortunate that God has given humans complex minds to think and that is what makes us superior to animals. Continue reading Simple Communication and Complex Financial Products
A teacher once remarked to me, “We can only simplify concepts if we have a deep understanding of the subject.” It dawned on me that this is actually a very profound statement. Only an experts know things so well that they can make the sublime, simple. Continue reading KISS Rule: Simple Products and Strategies Work Best for Clients
When you have two clients, you wouldn’t think it necessary to classify them. You know the characteristics of each of them and know exactly how to deal with them. When you have 20, it gets a little difficult but is still manageable. Continue reading The Many Approaches to Client Classification
I would like to tell you the story of my life, and it might even inspire some of you to become financial planners. As a student, I never dreamed I would be a full-fledged wealth manager, but for the past 10 years, I have been doing just that. Continue reading My Life as a Financial Planner |
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By Suresh Sadagopan, CFP
By Lovaii Navlakhi, CFP
By Lovaii Navlakhi, CFP
By Mukesh Dedhia, CFP
By Suresh Sadagopan, CFP